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iShares S&P Mid-Cap 400 Value ETF

216 hedge funds and large institutions have $1.85B invested in iShares S&P Mid-Cap 400 Value ETF in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
7.01%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.58%
New
19
Increased
97
Reduced
60
Closed
12
Calls
$2.19M
Puts
Net Calls
+$2.19M
Net Calls Change
+$1.86M
Name Holding Trade Value Shares
Change
Shares
Change %
1IC
201
1919 Investment Counsel
Maryland
$21K
ECM
202
Exchange Capital Management
Michigan
$17K
HR
203
Howe & Rusling
New York
$17K +$3.67K +70 +28%
FBT
204
Founders Bank & Trust
Michigan
$17K +$15.8K +290 +1,318%
WC
205
Whitnell & Co
Illinois
$13K
OIA
206
Optimum Investment Advisors
Illinois
$13K +$13K +236 New
AssetMark Inc
207
AssetMark Inc
California
$11K +$11K +212 New
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$10K -$3.62K -68 -27%
HRIA
209
Haberer Registered Investment Advisor
Ohio
$9K
BIM
210
BlackRock Investment Management
Delaware
$9K +$1.95K +36 +28%
DWA
211
Dorsey Wright & Associates
California
$8.3K -$342 -6,682 -4%
DSC
212
Duncker Streett & Co
Missouri
$8K
SSB
213
Sandy Spring Bank
Maryland
$7K -$1.47K -26 -17%
CTC
214
Central Trust Company
Missouri
$6K
PWAG
215
Polaris Wealth Advisory Group
California
$5.4K
PFO
216
Pathstone Family Office
New Jersey
$5K
MA
217
MCF Advisors
Kentucky
$3K +$2K +36 +200%
IFS
218
Ifrah Financial Services
Arkansas
-$9.72M -191,970 Closed
NEAM
219
New England Asset Management
Connecticut
-$2.3M -45,440 Closed
AI
220
Atria Investments
North Carolina
-$532K -10,512 Closed
KA
221
Kovack Advisors
Florida
-$262K -5,174 Closed
HJA
222
Hugh Johnson Advisors
New York
-$211K -4,158 Closed
HSBC Holdings
223
HSBC Holdings
United Kingdom
-$200K -3,958 Closed
MCM
224
Manchester Capital Management
Vermont
-$78K -1,540 Closed
Brown Advisory
225
Brown Advisory
Maryland
-$71K -1,408 Closed